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Digital Magazines

16 April 2021 Rianet Whitehead

The first-ever FAnews Funeral Insurance Digital Magazine, publishing in April 2021, is aimed at raising awareness of the challenges and opportunities facing agents, brokers, intermediaries, key individuals and representatives in the industry.

It also addresses an industry need for a comprehensive learning resource for all funeral insurance stakeholders.   

 


 

We asked the questions for you FAnews has published a Broker, UMA and insurer administration systems DIGIMAG in October 2019 which has a special focus on Broker, UMA and insurer administration systems.

In this DIGIMAG, you as a broker, UMA or insurer can gauge a better understanding of some of the administration systems available in the market.

Here are some of the questions we have got answered for you:

• An overview of all the modules that a system offers to the target market.

• How much independence and control does your client have over the system?

• What portal functions does your system support?

• What self-service functionalities does your system allow?

• Which type of data extract tools are available?

• What continuous support and self-service tools does your client have access to?

• Can your system be integrated with third-party providers and their software?

• How do you keep up with compliance requirements? 

Click on the image below to view the Digimag. 

 

Click here to download the Digimag.


2019 DIGIMAG Software systems for the financial advisor published in July 2019

Published in July 2019.

 Click on the image above to view online or click here to download a PDF version.

 


2014 Digimag - Financial Planning Software published in July 2014

A quick guide to financial planning software

Click here to download the pdf file (7MB)

 


 

Quick Polls

QUESTION

Financial behaviour experts suggest that today’s risk modelling methodologies ignore your client’s emotional ability / behavioural capacity. What are your thoughts on spicing up risk profiling tools to make allowance for your client’s financial behaviours

ANSWER

[a] Bring it on; my client’s make too many irrational financial decisions
[b] Existing risk profiling tools are adequate
[c] Risk profiling tools should be based on the model / rational client
[d] The perfect risk profiling tool is science fiction
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FAnews April 2021 Get the latest issue of FAnews

This month's headlines

Randsomware attacks... SA businesses' biggest risk
Know the difference - compliance vs ethics
Better business by virtue of Beethoven
The future of vaccines
Harmonisation of retirement funds
Call centres and the maze of auto-prompts
The next 18 to 24 months are going to be tough
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